As AI lowers the barrier to building technology, reshapes custodial competition, and raises new regulatory risk, RIAs must decide what to build, what to govern, and what only a human advisor can deliver.<\/p>\n
AI is changing more than how wealth management firms build technology. It is reshaping vendor relationships, regulatory exposure, custodial competition and the value clients expect from a human advisor. As AI-native platforms make once-differentiated capabilities widely available, RIAs must determine where they still hold a meaningful advantage and whether their data, governance and operating models are strong enough to deliver it consistently.<\/p>\n
Join us as we unpack findings from the ninth CTO Think Tank and explore the decisions RIAs must make now to remain competitive, compliant and relevant. The conversation will cover:<\/p>\n
\u2022 Managing shadow AI and employee-built technology<\/p>\n
\u2022 Creating enforceable AI governance<\/p>\n
\u2022 Preparing for scrutiny under Reg BI and Reg SP<\/p>\n
\u2022 Responding to AI-driven custodial competition<\/p>\n
\u2022 Reaching next-generation investors before wealth transfers<\/p>\n
\u2022 Strengthening the human advisor value proposition<\/p>\n
\u2022 Building the data architecture and cost controls AI requires<\/p>\n